Community Development Relationship Mgr II
- Prospect for new clients by utilizing referral sources, existing clients, financial centers and centers of influence.
- Work with product partners (Affiliate- Retail IE, WMA, TMO, etc. and Bancorp- Vantiv, Paycor, etc.) to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
- Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
- Significant presence in the community through Board memberships, affiliates, and proactive networking in order to create a pipeline of potential customers and relationships.
- Responsible for executing strategic initiatives which produce strong and sustainable gains in performance relative to CRA and for the Bank, as well as complying with the requirements of the CRA program.
- Effectively retain and grow long term profitable "Lead" client relationships.
- Cross-sell all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management with the ultimate goal of being clients' lead or primary bank.
- Responsible for planning and conducting relationship strategy and relationship review meetings with product partners.
- Coordinate all client-facing activities including credit support and other product partners.
- Conduct thorough effective pre-call planning, One Bank Consultative Sales approach and prompt post call follow up.
- Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
- Maintain effective outreach relationships with business leaders, community groups, non-profits and organizations. Has an understanding of the issues they face or that exist in the market place.
- Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit Utility) on credit requests and adhere to established Portfolio Management guidelines.
- Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.
- Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Bachelor's degree required or equivalent work experience.
- Minimum of 3 years sales experience; minimum of 3 years managing business banking or commercial relationships preferred.
- Formalized credit training or equivalent credit risk experience required. Underwriting experience preferred.
- Proven ability to build new and existing client business and provide a positive client experience.
- Strong business acumen, to include detailed analysis, review of financial statements and knowledge in advanced accounting principles.
- Thorough knowledge of Commercial & Treasury Management services as well as alternative lending and financing options.
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
- Uses effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
- Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations and group presentations.
- Champions the Bancorp vision and core-values through personal actions and leadership influence to promote high-performing work groups. Proven ability to work in a team-based sales environment.
- Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
- Regional /local travel.
- Normal office environment with little exposure to dust, noise, temperature and the like.
- Extended viewing of CRT screen.
- Frequent travel possible depending on assignment.
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